|
651
|
Single Point Partners
Boston,
Massachusetts
|
$583K
|
+$607K
|
+34,584
|
New
|
|
|
652
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$577K
|
+$1.63K
|
+93
|
+0.3%
|
|
|
653
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$576K
|
–
|
–
|
–
|
|
|
654
|
My Legacy Advisors
Bend,
Oregon
|
$576K
|
-$138K
|
-7,860
|
-19%
|
|
|
655
|
Tanglewood Wealth Management
Houston,
Texas
|
$574K
|
-$3.84K
|
-219
|
-0.6%
|
|
|
656
|
CM Wealth Advisors
Beachwood,
Ohio
|
$568K
|
-$27.6K
|
-1,575
|
-5%
|
|
|
657
|
Farther Finance Advisors
San Francisco,
California
|
$559K
|
-$13.2K
|
-750
|
-2%
|
|
|
658
|
Pine Valley Investments
Marlton,
New Jersey
|
$557K
|
-$23.1K
|
-1,317
|
-4%
|
|
|
659
|
M&T Bank
Buffalo,
New York
|
$556K
|
-$253K
|
-14,448
|
-30%
|
|
|
660
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$555K
|
-$20.6K
|
-1,173
|
-3%
|
|
|
661
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$554K
|
–
|
–
|
–
|
|
|
662
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$548K
|
+$526
|
+30
|
+0.1%
|
|
|
663
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$546K
|
+$60.5K
|
+3,450
|
+12%
|
|
|
664
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$546K
|
-$5.53K
|
-315
|
-1%
|
|
|
665
|
Security Financial Services
Fort Wayne,
Indiana
|
$543K
|
–
|
–
|
–
|
|
|
666
|
Mather Group
Chicago,
Illinois
|
$543K
|
+$70.4K
|
+4,011
|
+14%
|
|
|
667
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$539K
|
–
|
–
|
–
|
|
|
668
|
KCM Investment Advisors
Greenbrae,
California
|
$533K
|
-$76.7K
|
-4,371
|
-12%
|
|
|
669
|
J.W. Cole Advisors
Tampa,
Florida
|
$533K
|
+$169K
|
+9,636
|
+44%
|
|
|
670
|
Ascent Group
Virginia Beach,
Virginia
|
$529K
|
-$4.84K
|
-276
|
-0.9%
|
|
|
671
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$527K
|
+$214K
|
+12,210
|
+64%
|
|
|
672
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$520K
|
+$266K
|
+15,180
|
+97%
|
|
|
673
|
Lowery Thomas LLC
Pebble Beach,
California
|
$520K
|
+$275K
|
+15,672
|
+103%
|
|
|
674
|
GoalVest Advisory
New York
|
$518K
|
-$71.3K
|
-4,062
|
-12%
|
|
|
675
|
First County Bank
Stamford,
Connecticut
|
$518K
|
-$14.9K
|
-852
|
-3%
|
|
